This is a fully remote position, open to applicants in Canada.

📋 Description

• Accurately categorize financial transactions, reconcile accounts, and ensure ledgers are well-maintained.

• Identify and rectify any discrepancies in bookkeeping.

• Perform monthly financial assessments to guarantee that clients' records are precise and current.

• Act as the primary contact for small business owner clients.

• Communicate in a professional and clear manner via chat, email, and phone.

• Cultivate client relationships by conveying financial information in an understandable way.

• Anticipate and address client concerns proactively.

• Take ownership of the client experience from initiation to completion.

• Collaborate with internal teams utilizing Bench App, Salesforce, and Slack.

⛳️ Requirements

• Active QuickBooks Online Certification is mandatory.

• A minimum of 1 year of experience in bookkeeping, auditing, or tax preparation.

• At least 1 year of experience in customer-facing roles or client services, preferably with U.S.-based clients.

• Exceptional spoken and written English skills.

• Strong customer service orientation.

• Practical experience with QuickBooks Online.

• High attention to detail, coupled with excellent problem-solving abilities and a proactive attitude.

• A degree in Accounting, Finance, or a related field, or equivalent experience.

• Must reside in the Manila area.

• Availability to work North American business hours (9 AM–5 PM EST or PST).

• Must comply with Bench’s minimum hardware and internet standards.

🏝️ Benefits

• Full-time employment.

• Option for remote work.

• Opportunity to work remotely during North American business hours.